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Intel
TOP STORY: Hedge funds have moved back to a net long position on US equities for the first time since the Iran ceasefire, signalling renewed confidence in risk assets amid a broader global market rally, according to a report by Reuters citing notes from Goldman Sachs.
Insight
In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today we speak to Theron de Ris, director of multi-emerging manager platform Zenith Alpha Management.Â
Intel
TOP STORY: Sir Christopher Hohn’s TCI Fund Management has sharply reduced its long-standing investment in Microsoft, citing concerns that rapid advances in artificial intelligence could disrupt the software giant’s core businesses, according to a report by the Financial Times.
Intel
Hedge fund returns showed a marked divergence in April, with performance differences between top and bottom managers widening again as market conditions continued to favour skilled stock selection and active positioning, according to a data from HFR.
Insight
At a time when many hedge funds have struggled to navigate volatile markets, Roy Niederhoffer and R.G. Niederhoffer Capital Management posted a 27.4% gain in the first quarter alone. Â
Insight
As central banks hold rates steady despite surging inflation, the CEO of the $6 billion hedge fund argues that a severe economic shock could force policymakers back below zero – and that hedge funds should be preparing now.
Intel
Bond markets are increasingly pricing in the possibility that the Federal Reserve’s next move could be a rate hike rather than a cut, as investors reassess the policy outlook ahead of Kevin Warsh’s expected tenure as Fed chair, according to a report by Bloomberg.
Insight
In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Roy Niederhoffer, president at R. G. Niederhoffer Capital Management, Inc.
Intel
Major hedge funds delivered a broad rebound in April as global equity markets recovered sharply, helping some of the industry’s largest managers recover earlier-year losses, according to recent performance estimates, according to a report by Business Insider
Intel
Chris Rokos’ hedge fund is moving forward with its expansion into the Middle East after receiving regulatory approval to establish an office in Abu Dhabi, reinforcing the emirate’s position as a growing centre for global asset managers, according to a report by Bloomberg.
